Internal Sales Specialist | Partner Programs

Role Overview

Accountabilities

• Identify business opportunities and cultivate regional partner relationships through proactive outreach.
• Respond to custodial referrals, contact referring partners, and gather information needed to advance opportunities.
• Process leads, schedule meetings, coordinate communications, and manage follow-up through the early sales cycle.
• Support financial-plan proposals, presentations, onboarding, and new-business pipeline oversight.
• Coordinate with sales leadership and centralized support teams while communicating organizational services clearly.
• Support training and coaching for colleagues and stakeholders as appropriate.

Requirements

• Bachelor's degree or equivalent combination of professional experience, training, military experience, or education.
• At least 2 years of relevant professional experience, ideally in financial services, wealth management, investment management, or a related field.
• Basic understanding of RIA models, custodial platforms, investment products, and financial-services workflows.
• Strong communication, presentation, relationship-building, customer-service, organization, and business-development abilities.
• Experience using Microsoft Office applications and Salesforce; Workday familiarity is preferred.
• Must maintain compliance standing and follow applicable rules, regulations, policies, and professional standards.

AI and Professional Skills

• Demonstrated AI literacy, including effective use of AI tools, prompt creation, content evaluation, and responsible integration.
• Ability to learn new AI applications and understand their use cases, limitations, and risks.
• Ability to work independently in a remote environment while collaborating with sales leadership and cross-functional teams.

Licensing

• FINRA Series 7 and 66, or Series 63 and 65, is strongly preferred.

Compensation

• Base salary is $70,000–$85,000 annually, excluding bonuses and benefits.
• The broader salary grade is $67,300–$97,600, with starting compensation based on experience, qualifications, credentials, market factors, and other considerations.

Benefits

• Eligible full-time employees may receive medical, dental, vision, retirement, insurance, disability, wellness, and paid leave benefits.
• The benefits package includes 401(k) matching and profit sharing, paid holidays, parental and caregiver leave, and professional-development opportunities.